Gregory Large

New York, New York, United States Contact Info
3K followers 500+ connections

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About

Lenox Advisors is a wealth management and insurance advisory firm offering solutions to…

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Experience & Education

  • Lenox Advisors

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Licenses & Certifications

Honors & Awards

  • #1 Top Financial Security Professional in New York State

    Forbes

    Forbes recognizes top-performing financial advisors at the state level who provide holistic financial planning, focusing on risk mitigation, wealth management and a personal planning experience.
    Experts have strong track records of reassuring clients and preserving their wealth for the long term.

  • #2 of Forbes Top Financial Security Professional of 2023 Nationally

    Forbes and SHOOK

    Forbes and SHOOK Research have diligently assessed the top professionals in wealth planning, protection, and insurance, and their annual list highlights the nation's most exceptional advisors. These individuals undergo a comprehensive evaluation based on both quantitative and qualitative criteria, including personal interviews, industry experience, compliance records, and revenue generated.

  • #3 on Forbes Top Financial Security Professionals Best-In-State List 2022

    Forbes/SHOOK Research

    Forbes and SHOOK Research have ranked the top professionals in the insurance industry in the annual list of Top Financial Security Professionals 2022. This year’s list includes an overall ranking of the best insurance professionals across the country, as well as the top candidates in each state. These distinguished security professionals are working hard to keep their clients calm and, more importantly, preserve their wealth.

  • Forbes Top Financial Security Professionals

    Forbes

    The Forbes list honors the nation’s top-performing wealth advisors who provide holistic planning focusing on highly skilled financial guidance and risk mitigation. Honorees are selected based on a set of key criteria including industry experience, revenue, assets under management, client loyalty – also known as persistence rate – as well as qualitative factors like compliance record and the exhibition of best practices.

  • 2018 NAIFA Quality Award - Life Insurance and Annuities

    NAIFA

  • 2016 NAIFA Quality Award - Life Insurance and Annuities

    NAIFA

Languages

  • English

    Native or bilingual proficiency

  • German

    Elementary proficiency

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